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TechValidate Research on SurePrep, LLC TaxCaddy

157 TechFacts – Page 1 of 6


TaxCaddy Customer Testimonial

TaxCaddy did a nice job of organizing my documents and checking to be sure I had uploaded everything to my tax professional. I rate it a 10/10.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

It was easier to get info back and forth without missing phone calls, voice mails, or getting lost in my email box.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

It’s pretty easy to use and I like that my documents are sent securely.

TaxCaddy Customer Fact

How did TaxCaddy compare to the paper organizer and questionnaire process from previous tax years?

TaxCaddy was a significant improvement. I rate it a 10/10.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

It made everything easy and accessible. I rate it a 10/10.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Bernard Bruner, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy makes it easy to find information pertaining to your taxes. I’m looking forward to using TaxCaddy next year.

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

Tax season was much less stressful and I got my return much quicker than expected.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Sara Waits, a user of TaxCaddy, would be very likely to recommend for this reason:

It is easy to scan and upload docs and then crazy easy to find later! I was able to complete the process of tax documentation collection faster and in a more organized fashion. I can easily see where everything is and what’s been done already.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

I like TaxCaddy because I can submit documents as soon as I receive them, many times by just attaching an electronic file. I don’t need to make a hard copy and then scan it back.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy saved me a lot of time by allowing me to upload my documents at times convenient for me, and not having to mail or deliver them to my accountant.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

TaxCaddy was fast and easy to use. Communication with my tax professional was also fast and easy. I will use TaxCaddy next year for sure.

TaxCaddy Customer Satisfaction Rating

Trad Longeway, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was quick and easy to use.

TaxCaddy Customer Satisfaction Rating

Barry Phillips, a user of TaxCaddy, would be very likely to recommend for this reason:

It was very easy once I got the hang of using iPhone instead of iPad. The process was simplified.

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

TaxCaddy is very user-friendly. It simplified the process.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

Easy to use. Less paperwork needed to complete. Overall I’m looking forward to using again.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience with TaxCaddy last tax season?

It made it incredibly simple.

Nick Newcomb, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Michael Cook, a user of TaxCaddy, would be very likely to recommend for this reason:

It’s a better way to keep these records than I previously used. Connected to my CPA and on the cloud. What could be better?

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

I like the fluid document delivery environment TaxCaddy fosters. I can upload my supporting documents as I get them, which lessens the overwhelming feeling of having to provide everything at once. I feel more efficient in document gathering with the TaxCaddy option.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

The ease of uploading files and organizing them was beneficial. In the future since this is available 365 it will eliminate the need to hold on to paper until all is received.

Chuck Holstein, a user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy made the process very easy.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

TaxCaddy was easy, fast and seamless.

TaxCaddy Customer Satisfaction Rating

Sarah T, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was easy to navigate and felt secure. It definitely simplified the process and was easy to use.

TaxCaddy Customer Satisfaction Rating

Shawn Nix, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was very easy to use. Tax prep season went very well and ran smoothly. The ability to take photos to capture documents was an improvement from scanning things in the past.

TaxCaddy Customer Satisfaction Rating

Brian and Joanna Gray, a user of TaxCaddy, would be very likely to recommend for this reason:

It was very user-friendly, even for non-tech savvy users! TaxCaddy helped tremendously, considering I live in Oregon and our amazing accountant that we have used for more than 15 years now lives in SE Missouri. I am looking forward to using Tax Caddy next year.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

It was very user-friendly.

Richard Duffy, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

I found it easy to use and a built in way to ensure I was collecting and sending all the data required. Forced all documents to be scanned and organized… Very nice..

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Overall TaxCaddy is a well designed and easy to use product.

TaxCaddy Customer Satisfaction Rating

Matthew Walters, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy is a huge time saver and makes getting taxes done much easier. Less stressful.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

I’m looking forward to using TaxCaddy again next year.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Charlene Kneer, a user of TaxCaddy, would be very likely to recommend for this reason:

It was easy to use and sped up the income tax preparation. TaxCaddy simplified the process, resulting in a much faster preparation of my 2017 tax return.




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